WHAT WE DO FOR INSURANCE FIRMS

Advisor Pro makes it easier for an agent with insurance clients to start a conversation about wealth management services. Your home office can provide the distributed agent workforce with a consistent and structured way to talk about investing. From a business and regulatory perspective, you can be confident that clients are being assessed for their risk profile and mapped to suitable investment strategies based on a consistent approach. Advisor Pro allows the home office to easily attribute new AUM to each agent, even for multi-brand organizations.

KEY BENEFITS


Learn more about our bank-grade advice platform.